DWS ESG Qi LowVol Europe FC/ DE000DWS17M4 /
| NAV11/11/2024 | Diferencia+1.5400 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 185.3500EUR | +0.84% | reinvestment | Equity Europe | DWS Investment GmbH ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | - | - | - | -0.46 | 3.26 | -0.37 | - |
| 2015 | 9.73 | 2.88 | 1.67 | 1.37 | 2.48 | -5.52 | 4.11 | -5.98 | -1.57 | 6.85 | 2.73 | -2.57 | +16.09% |
| 2016 | -4.45 | -2.35 | 2.32 | 0.81 | 2.30 | -2.19 | 2.59 | -0.84 | -0.51 | -3.23 | -1.83 | 2.64 | -4.95% |
| 2017 | 0.52 | 2.32 | 1.64 | 2.82 | 3.54 | -2.19 | -0.94 | -0.97 | 1.31 | 1.95 | -0.72 | 0.32 | +9.84% |
| 2018 | 0.39 | -3.17 | -2.18 | 3.81 | 2.27 | -0.69 | 2.60 | -0.37 | 0.06 | -4.86 | -0.35 | -4.28 | -6.94% |
| 2019 | 6.63 | 2.89 | 3.46 | 2.10 | -1.17 | 3.13 | -0.68 | 1.44 | 1.55 | 0.87 | 1.77 | 1.51 | +25.93% |
| 2020 | 1.92 | -6.87 | -11.42 | 7.86 | 2.04 | 1.33 | 1.61 | 0.83 | -0.70 | -3.78 | 7.62 | 1.01 | -0.22% |
| 2021 | -1.29 | -1.54 | 5.82 | 1.66 | 3.30 | 2.31 | 3.70 | 2.09 | -4.93 | 3.42 | 1.21 | 4.11 | +21.20% |
| 2022 | -7.06 | -3.15 | 2.68 | 0.37 | -3.77 | -5.35 | 6.73 | -4.33 | -7.36 | 4.24 | 5.04 | -1.97 | -14.21% |
| 2023 | 2.68 | 2.10 | 1.56 | 3.00 | -1.60 | 0.71 | 0.81 | -1.30 | -1.22 | -2.69 | 4.48 | 2.37 | +11.17% |
| 2024 | 1.77 | 0.60 | 2.06 | -0.31 | 2.12 | 0.61 | 2.84 | 3.52 | 0.26 | -1.96 | 0.74 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 8.08% | 8.95% | 7.77% | 11.19% | 14.24% |
| Índice de Sharpe | 1.49 | 0.88 | 2.05 | 0.02 | 0.21 |
| El mes mejor | +3.52% | +3.52% | +4.48% | +6.73% | +7.86% |
| El mes peor | -1.96% | -1.96% | -1.96% | -7.36% | -11.42% |
| Pérdida máxima | -4.09% | -4.09% | -4.09% | -20.69% | -32.74% |
| Rendimiento superior | +10.71% | - | +9.79% | +23.75% | +17.74% |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| DWS ESG Qi LowVol Europe MFC | reinvestment | 169.6100 | +19.25% | +11.42% | |
| DWS ESG Qi LowVol Europe SC | reinvestment | 185.4000 | +18.54% | +9.44% | |
| DWS ESG Qi LowVol Europe FC | reinvestment | 185.3500 | +18.84% | +10.26% | |
| DWS ESG Qi LowVol Europe FD | paying dividend | 140.6300 | +18.83% | +8.19% | |
| DWS ESG Qi LowVol Europe LC | reinvestment | 172.8500 | +17.95% | +7.81% | |
| DWS ESG Qi LowVol Europe TFC | reinvestment | 153.4800 | +18.85% | +10.27% | |
| DWS ESG Qi LowVol Europe TFD | paying dividend | 135.5100 | +18.83% | +10.28% | |
| DWS ESG Qi LowVol Europe NC | reinvestment | 366.3700 | +17.72% | +7.16% |
Performance
| Año hasta la fecha | +12.81% | ||
|---|---|---|---|
| 6 Meses | +5.29% | ||
| Promedio móvil | +18.84% | ||
| 3 Años | +10.26% | ||
| 5 Años | +33.92% | ||
| 10 Años | +87.45% | ||
| Desde el principio | +87.54% | ||
| Año | |||
| 2023 | +11.17% | ||
| 2022 | -14.21% | ||
| 2021 | +21.20% | ||
| 2020 | -0.22% | ||
| 2019 | +25.93% | ||
| 2018 | -6.94% | ||
| 2017 | +9.84% | ||
| 2016 | -4.95% | ||
| 2015 | +16.09% | ||
Dividendos
| 02/01/2018 | 0.82 EUR |
| 02/01/2017 | 0.07 EUR |
| 04/10/2016 | 0.76 EUR |
